{
  "crd_number": 117523,
  "slug": "seattle-asset-management-inc-rollingbay-wa-117523",
  "primary_business_name": "SEATTLE ASSET MANAGEMENT, INC.",
  "legal_name": "SEATTLE ASSET MANAGEMENT, INC",
  "dbas": [],
  "city": "Rollingbay",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "14740",
  "metro": {
    "cbsa_code": "14740",
    "common_name": "Bremerton",
    "msa_name": "Bremerton-Silverdale-Port Orchard, WA",
    "path": "/advisors/wa/bremerton"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1994-08-28",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-01-13",
  "carried_forward": false,
  "raum_total": 25908254.0,
  "raum_discretionary": 25908254.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 297330.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 25610924.0,
      "count": 5
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "WA"
  ],
  "websites": [
    "https://seattleasset.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117523",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "ROLLINGBAY",
  "url": "https://advisorcensus.com/firm/seattle-asset-management-inc-rollingbay-wa-117523",
  "display_name": "Seattle Asset Management, Inc.",
  "summary": "Seattle Asset Management, Inc. is a state-registered investment advisory firm in Rollingbay, WA, registered since 1994, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.",
  "citation": "AdvisorCensus. Seattle Asset Management, Inc. (CRD 117523): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Seattle Asset Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Seattle Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Seattle Asset Management, Inc. located?",
      "a": "Seattle Asset Management, Inc.'s principal office is in Rollingbay, WA, according to its Form ADV."
    },
    {
      "q": "Is Seattle Asset Management, Inc. registered with the SEC or a state?",
      "a": "Seattle Asset Management, Inc. is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 117523."
    },
    {
      "q": "How much does Seattle Asset Management, Inc. manage?",
      "a": "Seattle Asset Management, Inc. reports $25,908,254 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Seattle Asset Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5)."
    },
    {
      "q": "Does Seattle Asset Management, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117523"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/seattle-asset-management-inc-rollingbay-wa-117523.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 25610924.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 297330.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117523",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}